Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations and Client Service Stephen Charles Kennedy

Stephen Charles Kennedy

J.D.

Director of Operations and Client Service

Stephen graduated from Florida State University where he double majored in Finance and Multi-National business. After which, he furthered his education with Juris Doctorate Degree from the St. Thomas School of Law in Miam, FL. He has been a proud member of the Florida Bar since 2008.  Stephen utilizes his extensive educational and professional background to help the firm’s clients achieve their financial and retirement planning goals. Currently, Stephen holds a Series 7, Series 6 and 63, as well as his Life, Health, and Variable Annuity license, helping him serve a wide range of clients.

 

 

Stephen, his wife Lisette, and daughter Lauren love everything Palm Beach County has to offer.  Outside the office, you can find him at the beach, Lauren’s many extracurricular activities or at the helm of a grill.

D K

Debbie A Krudis

Office Manager